Contingency Planning
Ensure the continuity and value of your business with a comprehensive contingent succession plan.
You’ve worked hard to build your business, and you want to protect it at all costs. However, we all know how life can sometimes get in the way of our best-laid plans. To effectively prepare for and mitigate life’s unexpected events, such as death, disability, or the loss of your adviser registration, you need a comprehensive contingent succession plan to ensure your business remains stable and intact, regardless of the circumstances.
AdviserXchange offers two levels of consulting services to help you create and implement a comprehensive contingent succession plan that meets your needs and objectives and ensures the continuity and value of your firm or practice in the event a succession event occurs. Of course, if no event occurs, it also provides the framework for a successful transition once you are ready to retire or phase out your involvement in the business.
Choose from the service level options below to get started.
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- Larry, Principal
Service Level Options
Basic Consulting and Plan Documentation Service
The Basic service is intended for advisers who have identified their contingent successor and are ready to implement their plan. Guidance and assistance are provided in the creation and implementation of your plan, using industry-specific documentation.
$2,000
Advanced Consulting and Plan Documentation Service
The Advanced service assists advisers with contingent successor identification or complex situations. This service helps to Identify qualified succession partners and create and implement a custom plan that aligns with specific needs and objectives.
Contact Us
Identify Your Ideal Successor in the Marketplace
For DIYers: Go to the Create Account page, select 'Succession Plan', and then select 'Contingent Succession Plan' under 'Secondary Objectives' on your Profile. Once you find your successor, return to this page and select the appropriate service.
Free
